Institutional ticker directory tracking stock mentions, long/short ideas, and high-conviction pitches extracted from quarterly hedge fund letters.
| Ticker | Company | Sector | Industry | Pitches | Stance |
|---|---|---|---|---|---|
| Fund / Manager | Letter Commentary & Co-Mentions | Period / Date | Action |
|---|---|---|---|
“The Hotchkis & Wiley Small Cap Value Fund returned 7.51% in Q2 2026, underperforming the Russell 2000 Value Index which returned 17.19%. The quarter was...” | Q2 2026 Jul 28, 2026 | Preview | |
“Exited our position in this electronics distribution company to fund our new position in Arrow Electronics, which we believe had a better risk/reward profile.” | Q4 2025 Dec 31, 2025 | Preview |
Read unredacted commentary excerpts, portfolio weight disclosures, and high-conviction theses from hedge fund managers discussing $AVT.
Each excerpt above is the manager's commentary on this ticker specifically. The full letter has the rest of their portfolio thinking, risk discussion, and broader institutional context.
